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16 handpicked stocks

Riding The Cyber M&A Wave

Accenture's acquisition of CyberCX for over A$1 billion marks its largest-ever cybersecurity deal, signaling a major push into the Asia-Pacific market. This move highlights a broader trend of consolidation in the cybersecurity industry, creating potential opportunities for other specialized security firms that could become acquisition targets or key partners.

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Han Tan | Market Analyst

Updated 3 days ago | Published at अगस्त 15

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

CRWD

CrowdStrike Holdings, Inc.

CRWD

Current price

$418.60

Leading cloud-native cybersecurity platform specialising in endpoint protection and threat intelligence.

PANW

Palo Alto Networks, Inc.

PANW

Current price

$181.56

Global cybersecurity leader providing next-generation security platforms and cloud-based offerings.

ZS

Zscaler, Inc.

ZS

Current price

$274.92

Cloud security company delivering zero trust architecture and secure internet access solutions.

About This Group of Stocks

1

Our Expert Thinking

Accenture's billion-dollar acquisition of CyberCX signals a major consolidation wave in cybersecurity. Large corporations are investing heavily to acquire specialised expertise and expand into high-growth markets, creating opportunities for innovative security firms that could become attractive takeover targets or essential partners.

2

What You Need to Know

This group focuses on cybersecurity companies and ETFs positioned to benefit from ongoing M&A activity. It includes firms specialising in high-demand areas like cloud security, threat intelligence, and AI-driven defence - sectors experiencing rapid growth and strategic interest from industry giants.

3

Why These Stocks

These assets were handpicked by professional analysts based on their potential to capitalise on the strategic shifts reshaping the digital security landscape. They represent both individual companies that could become acquisition targets and diversified ETFs that provide broader exposure to the cybersecurity M&A trend.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+62.73%

Group Performance Snapshot

62.73%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 62.73% over the next year.

9 of 13

Stocks Rated Buy by Analysts

9 of 13 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🎯

Prime Acquisition Targets

These specialised cybersecurity firms possess the exact expertise that industry giants are actively seeking to acquire, potentially unlocking significant value for shareholders.

🌊

Riding the M&A Wave

With Accenture's billion-dollar deal setting the tone, the cybersecurity consolidation trend is accelerating, creating multiple opportunities for strategic partnerships and buyouts.

🚀

High-Growth Market Exposure

These companies operate in the fastest-growing areas of cybersecurity like cloud security and AI-driven defence, where demand continues to outpace supply.

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